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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 26 1012 11TH ST., STE 200L00R STE A · MODESTO, CA 95356 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,836 | $72,303-35.2% | $86,698-46.0% | $64,819-27.7% |
| Participation rate | 99.5% | 80.4%+19.0pp | 76.6%+22.9pp | 71.5%+28.0pp |
| Annual return | -16.60% | 392.77%-409.4pp | 35.95%-52.5pp | 32.84%-49.4pp |
| Employer contribution / active EE | $2,460 | $2,393+2.8% | $2,837-13.3% | $2,507-1.9% |
| Participant deferral / active EE | $4,824 | $4,660+3.5% | $4,656+3.6% | $4,311+11.9% |
| Admin fee / account holder | $176 | $174+1.0% | $7,493-97.7% | $188-6.4% |